Clear Perspectives Financial Planning, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$19,051
-47.8%
100
-50.0%
0.01%
-42.1%
Q4 2022$36,528
-64.2%
200
-69.2%
0.02%
-62.0%
Q3 2022$102,000
-22.1%
650
-18.8%
0.05%
-2.0%
Q2 2022$131,000
-16.0%
8000.0%0.05%
-13.6%
Q1 2022$156,000
-3.7%
8000.0%0.06%
-10.6%
Q4 2021$162,000
+8.0%
8000.0%0.07%
-2.9%
Q3 2021$150,000
-4.5%
8000.0%0.07%
-10.5%
Q2 2021$157,000
+18.9%
800
+14.3%
0.08%0.0%
Q1 2021$132,000
+10.9%
7000.0%0.08%
+1.3%
Q4 2020$119,0007000.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders